Peter Lee Email & Phone Number

Taiwan

Taipei, Taipei City, Taiwan

Treasury & market business support unit:- Responsible for designing new product processes and license applications. - Responsible for creating new SOP and policies for selling processing behavior and monitoring sales department’s compliance with the regulations. - Troubleshooting production issues like deal booking, regulation requirement, and product supportProject Management: - Project manager for multiple projects of different scopes (corp financial, retail, and digital)- Main project manager in designing and deploying new corporate online FX exchange and declaration banking system- Key member in designing processing specs and implementation of Citi integration with Damselfly project (FX leaving order and paper gold product)- PM responsible for gathering FX exchange core system customer requirements and defining stories and processes for development. - Optimized Corp wealth client journey documentation process (onboarding application, settlement instrument and KYC document)- Responsible for the Digitization and integration of multiple trading systems (SN, FX option, DCI, etc)- Use analytics to optimize sales transaction data on sales MIS system for ad-hoc audit review

- Market risk control for night desk- Reviewed and updated policies for night desk control - Help implement market risk system

Taipei City, Taiwan

● Played a key role in introducing and implementing the GM Trading system (Murex) into the Taipei branch which has 6 asset types about FX/IR/Derivatives/Bond● Responsible for coordinating with different functions including Trading/Sales, Operation department and business finance● Work together across Trading/Sales teams to assess business requirements and identify opportunities to apply new business● Work together with compliance officers to support ad-hoc audit review and regulatory examination of projects/initiatives with business control management

Hong Kong

Product Management – Treasury Department● Supported Dealing Room system enhancement like DCI, Structure Deposit, Bond and FX exchange system. ● Aided the new Structure product design that included application process, infrastructure system building and risk control.● Enhanced existing product processing and infrastructure like DCI and Bond products, and achieved the performance target.● Co-work with multiple departments like Sales, Corp RM, Credit and Wealth management.● Familiar with E-platform function and executionFX Dealer – Treasury Department ● Responsible for the search competitive FX spot price to retail client and TMU ● Responsible for capital gain from FX spot trading and FX option that focus on G7 and CNH● Cooperated with sales to supply FX product and investment suggestion ● Responsible for bond trading system with Bloomberg tools● Responsible for departmental report and budget

Taipei, Taipei City, Taiwan

Assistant Manager – Financial Market Management Department● Play a key role of introducing and implementing the Trading system (Murex) into HO and HK branches. The functions included FO, Credit and Operation desk● Responsible for the implementation of Fx and IR products trading systems (Murex) planning and build● Review and examined system demand spec against FX and IR product, including insert deal interface, deal workflow and Risk/Profit monitor issuances● Responsible for the implementation of the trading system of training and preparation of related documents

Taipei, Taipei City, Taiwan

● Responsible for market risk (VaR) calculation and analysis (ALGO system) ● Manage five sub-company position and almost 5000 risk factor that asset type includes of FX/IR/BOND/Equity/Index● Preparation of the RWA report and execute the stress test and assist in providing the market risk exposure on the annual report, such as Market VaR and back testing● Responsible for system upgrade interface and increase the range of application such as economic capital (EC), market liquidity risk● Contacted bank subsidiary MO user, IT, and vendor to resolve the business demand discrepancies

Taipei, Taipei City, Taiwan

Assistant Manager – Fixed income Department● Responsible for product funding including commercial paper and bond RP● Preparation of financial market analysis reportsAssistant Manager – Market Risk Management Department● Responsible for market risk calculation and control● Aid and promote product package such as securitize product (ABCP/CBO)● Preparation of the RWA report and prepare the authority review document ● Preparation of market risk profiles and financial statements on the annual report● Aid the accounting department to reveal non-trading asset fair value and hedge accounting